microsoft crm partner delaware

In theory, a company should rid itself of all “silos” of client information, and have everything stored in one central spot. Unfortunately, that isn’t always possible. Sales and customer service will be using one set of tools while accounting is using another, meaning client information is often stored in at least those two spots. Add …

Keep Client Contact Info in Microsoft CRM or ERP? Read More »

In the past several years, client expectations have significantly changed. Recent studies have shown that 2/3rds of consumers expect to be able to use web self-service tools to find answers to their questions, and to create support requests – even at small businesses. More than ever, businesses need the ability to create self-service tools for …

Creating Customer Facing Portals in Microsoft CRM Read More »

Businesses considering implementing Microsoft CRM are increasingly using 30 day trials of Microsoft CRM as a way of evaluating it as a solution for them. There is a good reason to do this – it is quick and easy to provision, it is free, and it gives you the full functionality right out of the …

Microsoft CRM Trials Are Great – But Get It For The Right Reason Read More »

Today I got an email that said, among other things, that the business sending me the email would like the opportunity to sit down with me or “any other member of the sales team at {Recipient.contact.parentcustomerid[0]!""}” Yes, that is not a typo or system malfunction in the previous sentence; they referred to our company as …

4 Things to Watch for When Sending a Microsoft CRM Email Blast Read More »

As we all know, internet searches are growing by leaps and bounds. There are 3 billion searches conducted per day, and the number has steadily doubled every 2 years. Simply put, people are searching!  While the majority of searches are not business related, many are. In fact, 78% of all products purchased today were researched …

Convert Internet Leads Quickly with Microsoft CRM Read More »

Businesses today are increasingly looking to integrate Microsoft CRM with their ERP package. The advantages of having such integration are numerous. Sales teams get a complete view of their customers' order status and invoices, finance teams do not have to duplicate or reconcile client contact data, and entire organizations can have one central view of …

Integrate Microsoft CRM with any ERP package Read More »

Show Buttons
Hide Buttons